Gladstone Institutional Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Gladstone Institutional Advisory’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$982K	Buy	12,349 +1,081	+10%	+$86.9K	0.04%	374
2025 Q4	$909K	Sell	11,268 -341	-3%	-$27.5K	0.03%	385
2025 Q3	$943K	Sell	11,609 -1,611	-12%	-$130K	0.04%	377
2025 Q2	$1.07M	Sell	13,220 -1,176	-8%	-$92.7K	0.04%	335
2025 Q1	$1.14M	Buy	14,396 +38	+0.3%	+$3.02K	0.05%	310
2024 Q4	$1.13M	Buy	14,358 +477	+3%	+$37.9K	0.05%	313
2024 Q3	$1.11M	Sell	13,881 -52	-0.4%	-$4.09K	0.05%	308
2024 Q2	$1.07M	Sell	13,933 -810	-5%	-$62.3K	0.06%	296
2024 Q1	$1.15M	Sell	14,743 -197	-1%	-$15.2K	0.06%	279
2023 Q4	$1.16M	Buy	14,940 +64	+0.4%	+$4.77K	0.06%	275
2023 Q3	$1.1M	Sell	14,876 -1,147	-7%	-$85.6K	0.07%	253
2023 Q2	$1.2M	Buy	16,023 +182	+1%	+$13.6K	0.07%	248
2023 Q1	$1.2M	Sell	15,841 -3,699	-19%	-$277K	0.08%	249
2022 Q4	$1.44M	Sell	19,540 -7,495	-28%	-$553K	0.1%	231
2022 Q3	$1.93M	Sell	27,035 -956	-3%	-$72.3K	0.15%	171
2022 Q2	$2.06M	Buy	27,991 +429	+2%	+$33.4K	0.16%	159
2022 Q1	$2.27M	Buy	27,562 +17,719	+180%	+$1.48M	0.15%	171
2021 Q4	$856K	Buy	9,843 +2,259	+30%	+$196K	0.07%	289
2021 Q3	$664K	Sell	7,584 -1,111	-13%	-$97.4K	0.06%	274
2021 Q2	$766K	Buy	8,695 +947	+12%	+$82.7K	0.09%	227
2021 Q1	$675K	Buy	+7,748	New	+$674K	0.1%	195
2019 Q3	–	Sell	-2,814	Closed	-$245K	–	289
2019 Q2	$245K	Buy	+2,814	New	+$243K	0.07%	224

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gladstone Institutional Advisory's HYG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.6% in Q1 2026, buying an estimated $86.9K and bringing the position to 12,349 shares worth $982K. The position accounts for 0.04% of the portfolio, ranked #374.

Gladstone Institutional Advisory first reported a position in HYG in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.27M in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Gladstone Institutional Advisory held 12,349 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $982K as of Q1 2026.
Gladstone Institutional Advisory bought 1,081 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $86.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #374 holding.
Gladstone Institutional Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 22 quarters since.
Gladstone Institutional Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.27M in Q1 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.